JPMorgan Chase & Co
JPM- 交易所
- NYSE
- 產業
- National Commercial Banks
- SEC CIK
- 0000019617
近 90 天，JPMorgan Chase & Co 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 5,157 家機構在 13F 申報持有，市值合計 $6,437 億；維京全球投資、馬克爾集團等 7 位大師持有。
2022 年第 2 季 13F 持有人
JPMorgan Chase & Co 在 2022/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 3,428
- 較 2022 年第 1 季 −39 家
- 持有股數
- 20.4 億
- 較 2022 年第 1 季 +563.3 萬 (+0.3%)
- 總市值
- $2,293 億
- 較 2022 年第 1 季 −$473.3 億 (−17.1%)
- 新進機構
- 139
- 另有 1,782 家加碼
- 清倉機構
- 178
- 另有 1,201 家減碼
另有 53 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 JPM 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 5,157 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,721 億 |
| 2025 年第 4 季 | 5,155 | $6,395 億 |
| 2025 年第 3 季 | 4,766 | $6,180 億 |
| 2025 年第 2 季 | 4,753 | $5,824 億 |
| 2025 年第 1 季 | 4,680 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,216 | $4,294 億 |
| 2024 年第 2 季 | 4,182 | $4,162 億 |
| 2024 年第 1 季 | 4,121 | $4,145 億 |
| 2023 年第 4 季 | 4,002 | $3,518 億 |
| 2023 年第 3 季 | 3,711 | $2,970 億 |
| 2023 年第 2 季 | 3,673 | $2,976 億 |
| 2023 年第 1 季 | 3,613 | $2,663 億 |
| 2022 年第 4 季 | 3,629 | $2,783 億 |
| 2022 年第 3 季 | 3,396 | $2,129 億 |
| 2022 年第 2 季 | 3,428 | $2,293 億 |
| 2022 年第 1 季 | 3,520 | $2,789 億 |
| 2021 年第 4 季 | 3,595 | $3,301 億 |
| 2021 年第 3 季 | 3,239 | $3,420 億 |
| 2021 年第 2 季 | 3,246 | $3,293 億 |
| 2021 年第 1 季 | 3,218 | $3,303 億 |
2022 年第 2 季持有機構
每家機構持有 JPMorgan Chase & Co 的股數、市值與佔組合比重；股數變化跟 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Hunter Associates Investment Management LLC | 12,326 | $139.0 萬 | 0.34% | +8,976+267.9% | 加碼 |
| Marietta Investment Partners LLC | 12,356 | $139.1 萬 | 0.41% | −11,225−47.6% | 減碼 |
| Prestige Wealth Management Group LLC | 12,378 | $139.4 萬 | 0.38% | +1,205+10.8% | 加碼 |
| Insight Wealth Strategies, LLC | 12,380 | $139.4 萬 | 0.26% | +1,988+19.1% | 加碼 |
| 55I, LLC | 12,386 | $139.5 萬 | 0.04% | −15,349−55.3% | 減碼 |
| Pacitti Group Inc. | 12,389 | $139.5 萬 | 1.07% | −365−2.9% | 減碼 |
| Crystal Rock Capital Management | 12,393 | $139.6 萬 | 1.32% | 00.0% | 不變 |
| Weaver C. Barksdale & Associates, Inc. | 12,419 | $139.9 萬 | 1.30% | +754+6.5% | 加碼 |
| Elmwood Wealth Management, Inc. | 12,420 | $139.9 萬 | 0.80% | +1,740+16.3% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 12,430 | $140.0 萬 | 0.25% | −38,887−75.8% | 減碼 |
| Schrum Private Wealth Management LLC | 12,430 | $140.0 萬 | 1.58% | −383−3.0% | 減碼 |
| Costello Asset Management, INC | 12,445 | $140.1 萬 | 1.21% | −61−0.5% | 減碼 |
| BSW Wealth Partners | 12,441 | $140.1 萬 | 0.34% | +48+0.4% | 加碼 |
| Trinity Financial Advisors LLC | 12,438 | $140.1 萬 | 1.03% | +1,777+16.7% | 加碼 |
| AXS Investments LLC | 12,468 | $140.4 萬 | 0.50% | +3,301+36.0% | 加碼 |
| Vise Technologies, Inc. | 12,476 | $140.5 萬 | 0.55% | +3,519+39.3% | 加碼 |
| Keudell/Morrison Wealth Management | 12,492 | $140.7 萬 | 0.51% | +319+2.6% | 加碼 |
| Falcon Wealth Planning | 12,524 | $141.0 萬 | 0.48% | +15+0.1% | 加碼 |
| KLCM Advisors, Inc. | 12,586 | $141.7 萬 | 0.32% | +226+1.8% | 加碼 |
| Perennial Investment Advisors, LLC | 12,637 | $141.9 萬 | 0.55% | +326+2.6% | 加碼 |
| Delta Financial Advisors LLC | 12,607 | $142.0 萬 | 0.71% | +54+0.4% | 加碼 |
| Kelly Lawrence W & Associates Inc | 12,612 | $142.0 萬 | 0.39% | +250+2.0% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 12,608 | $142.0 萬 | 0.07% | +346+2.8% | 加碼 |
| Access Financial Services, Inc. | 12,627 | $142.2 萬 | 0.81% | −1,001−7.3% | 減碼 |
| All Terrain Financial Advisors, LLC | 12,642 | $142.4 萬 | 0.73% | +1,947+18.2% | 加碼 |
| Townsend & Associates, Inc | 12,624 | $142.5 萬 | 0.66% | +1,108+9.6% | 加碼 |
| Exane Derivatives | 12,673 | $142.7 萬 | 0.82% | −1,706−11.9% | 減碼 |
| Israel Discount Bank of New York | 12,669 | $142.7 萬 | 1.08% | −46−0.4% | 減碼 |
| Summit Wealth & Retirement Planning, Inc. | 12,691 | $142.9 萬 | 0.55% | +553+4.6% | 加碼 |
| Invst, LLC | 12,092 | $143.2 萬 | 0.22% | +201+1.7% | 加碼 |
| Main Street Financial Solutions, LLC | 12,732 | $143.4 萬 | 0.19% | −1,662−11.5% | 減碼 |
| Highland Private Wealth Management | 12,727 | $143.4 萬 | 0.22% | +1,487+13.2% | 加碼 |
| Heartland Bank & Trust Co | 12,786 | $144.0 萬 | 1.28% | +266+2.1% | 加碼 |
| Nvest Financial, LLC | 12,799 | $144.1 萬 | 1.51% | −148−1.1% | 減碼 |
| Regatta Capital Group, LLC | 12,839 | $144.6 萬 | 0.69% | +174+1.4% | 加碼 |
| Nomura Holdings Inc | 12,586 | $145.0 萬 | 0.01% | −67,767−84.3% | 減碼 |
| Oder Investment Management, LLC | 12,904 | $145.3 萬 | 1.79% | +781+6.4% | 加碼 |
| Legacy Wealth Management, LLC | 12,920 | $145.5 萬 | 0.88% | −185−1.4% | 減碼 |
| Wedmont Private Capital | 12,946 | $145.8 萬 | 0.31% | +2,853+28.3% | 加碼 |
| Wrapmanager Inc | 12,964 | $146.0 萬 | 0.46% | +438+3.5% | 加碼 |
| FinTrust Capital Advisors, LLC | 12,767 | $146.5 萬 | 0.37% | −62−0.5% | 減碼 |
| Highview Capital Management LLC | 13,014 | $146.6 萬 | 1.13% | −150−1.1% | 減碼 |
| World Equity Group, Inc. | 13,033 | $146.8 萬 | 0.37% | −95−0.7% | 減碼 |
| Rosenbaum Jay D. | 13,081 | $147.3 萬 | 2.85% | +1,016+8.4% | 加碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 13,099 | $147.5 萬 | 0.03% | −174,400−93.0% | 減碼 |
| Arbor Capital Management Inc | 13,137 | $147.9 萬 | 1.41% | −324−2.4% | 減碼 |
| Trail Ridge Investment Advisors, LLC | 13,176 | $148.4 萬 | 1.01% | −31−0.2% | 減碼 |
| Pointe Capital Management LLC | 13,175 | $148.4 萬 | 1.11% | −10−0.1% | 減碼 |
| Mastrapasqua Asset Management Inc | 13,220 | $148.9 萬 | 0.20% | +165+1.3% | 加碼 |
| Todd Asset Management LLC | 13,271 | $149.4 萬 | 0.04% | −253,689−95.0% | 減碼 |
| Highlander Capital Management, LLC | 13,280 | $149.5 萬 | 0.80% | 00.0% | 不變 |
| Maven Securities LTD | 13,277 | $149.5 萬 | 0.26% | +6,258+89.2% | 加碼 |
| AIA Group Ltd | 13,292 | $149.7 萬 | 0.08% | −13,172−49.8% | 減碼 |
| Ahrens Investment Partners LLC | 13,300 | $149.8 萬 | 0.66% | +217+1.7% | 加碼 |
| Sittner & Nelson, LLC | 13,311 | $149.9 萬 | 0.98% | +1,676+14.4% | 加碼 |
| Weatherly Asset Management L. P. | 13,333 | $150.1 萬 | 0.21% | −226−1.7% | 減碼 |
| Marion Wealth Management | 13,334 | $150.2 萬 | 0.79% | +3,965+42.3% | 加碼 |
| Insight Inv LLC | 13,345 | $150.3 萬 | 1.52% | +550+4.3% | 加碼 |
| Grant/GrossMendelsohn, LLC | 13,308 | $150.3 萬 | 0.84% | −42−0.3% | 減碼 |
| Tilia Fiduciary Partners, Inc. | 13,341 | $150.7 萬 | 1.44% | +869+7.0% | 加碼 |
| Proficio Capital Partners LLC | 13,388 | $150.8 萬 | 0.28% | −1,097−7.6% | 減碼 |
| Saxon Interests, Inc. | 13,399 | $150.9 萬 | 0.91% | +147+1.1% | 加碼 |
| Steward Financial Group LLC | 13,408 | $150.9 萬 | 1.25% | +190+1.4% | 加碼 |
| Eagle Bluffs Wealth Management LLC | 13,400 | $150.9 萬 | 1.63% | +2,363+21.4% | 加碼 |
| Thomas White International Ltd | 13,446 | $151.4 萬 | 0.30% | 00.0% | 不變 |
| Aft, Forsyth & Sober, LLC | 13,450 | $151.5 萬 | 0.70% | 00.0% | 不變 |
| High Net Worth Advisory Group LLC | 13,478 | $151.8 萬 | 0.63% | −3,370−20.0% | 減碼 |
| Connecticut Wealth Management, LLC | 13,484 | $151.8 萬 | 0.13% | −477−3.4% | 減碼 |
| Benjamin Edwards Inc | 13,515 | $152.2 萬 | 0.45% | −1,600−10.6% | 減碼 |
| Accredited Investors Inc. | 13,536 | $152.4 萬 | 0.18% | −183−1.3% | 減碼 |
| Cim Investment Mangement Inc | 13,536 | $152.4 萬 | 0.63% | −72−0.5% | 減碼 |
| Caas Capital Management LP | 13,579 | $152.9 萬 | 0.21% | −13,721−50.3% | 減碼 |
| Sculati Wealth Management, LLC | 13,610 | $153.3 萬 | 0.88% | +100+0.7% | 加碼 |
| Twin Lakes Capital Management, LLC | 13,632 | $153.5 萬 | 1.11% | −329−2.4% | 減碼 |
| Concord Wealth Partners | 13,639 | $153.6 萬 | 0.42% | +1,366+11.1% | 加碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 13,442 | $153.7 萬 | 0.71% | +210+1.6% | 加碼 |
| Klingman & Associates, LLC | 13,655 | $153.8 萬 | 0.15% | +263+2.0% | 加碼 |
| Private Portfolio Partners LLC | 13,669 | $153.9 萬 | 0.43% | +990+7.8% | 加碼 |
| Biltmore Family Office, LLC | 13,689 | $154.2 萬 | 0.39% | −74−0.5% | 減碼 |
| Birinyi Associates Inc | 13,700 | $154.3 萬 | 0.70% | −2,800−17.0% | 減碼 |
| Copeland Capital Management, LLC | 13,757 | $154.9 萬 | 0.05% | −56,182−80.3% | 減碼 |
| Lindenwold Advisors | 13,787 | $155.3 萬 | 1.10% | +218+1.6% | 加碼 |
| Occidental Asset Management, LLC | 13,793 | $155.3 萬 | 0.46% | +927+7.2% | 加碼 |
| Chilton Investment Co LLC | 13,838 | $155.8 萬 | 0.04% | +1,260+10.0% | 加碼 |
| Cornell Pochily Investment Advisors, Inc. | 13,887 | $156.4 萬 | 0.70% | +1,267+10.0% | 加碼 |
| Roof Eidam & Maycock | 13,896 | $156.5 萬 | 0.58% | +55+0.4% | 加碼 |
| Next Capital Management LLC | 13,916 | $156.7 萬 | 1.16% | +26+0.2% | 加碼 |
| Gilman Hill Asset Management, LLC | 13,923 | $156.8 萬 | 0.34% | +2,858+25.8% | 加碼 |
| Intrua Financial, LLC | 13,984 | $157.5 萬 | 0.34% | +714+5.4% | 加碼 |
| Axiom Financial Strategies, LLC | 13,988 | $157.5 萬 | 0.83% | +12+0.1% | 加碼 |
| Advisory Research Inc | 14,033 | $158.0 萬 | 0.15% | +3,184+29.3% | 加碼 |
| Front Street Capital Management, Inc. | 14,044 | $158.1 萬 | 0.37% | −3,521−20.0% | 減碼 |
| Traphagen Investment Advisors LLC | 14,086 | $158.6 萬 | 0.29% | +430+3.1% | 加碼 |
| Aquatic Capital Management LLC | 14,100 | $158.8 萬 | 0.52% | +11,600+464.0% | 加碼 |
| Peoples Bank | 14,124 | $159.0 萬 | 0.98% | −445−3.1% | 減碼 |
| Neumann Capital Management, LLC | 14,185 | $159.7 萬 | 0.81% | 00.0% | 不變 |
| Point72 Hong Kong Ltd | 14,210 | $160.0 萬 | 0.10% | −2,806−16.5% | 減碼 |
| Fortem Financial Group, LLC | 14,208 | $160.0 萬 | 1.05% | −967−6.4% | 減碼 |
| Clear Street Markets LLC | 14,227 | $160.2 萬 | 0.54% | +7,105+99.8% | 加碼 |
| Hartline Investment Corp | 12,668 | $161.0 萬 | 0.26% | −190−1.5% | 減碼 |